Our mission is to build a new financial system in the UK. One that works for everyone and delivers a positive impact on people, and the planet.
Purpose and mission is critical to us. In November 2020 we changed our company articles. From then, whenever we make a decision, we have a legal obligation to not only take into account the interests of our shareholders, but also all stakeholders: including the environment and society.
We want the financial system to work for everyone. We want it to contribute solutions to the world's biggest challenges: a climate crisis and social inequality.
We want simple, honest, and transparent information about investing and money. We won't overcomplicate it with jargon.
We want to provide you with the access, support, and choice to make positive change through your financial decisions.
Joining The Big Exchange means you're part of the solution. Using your money to change the way that finance is used.
We are building an ecosystem of financial products that help you make your money count for more.
Starting with investing and money management, The Big Exchange will continue to grow and help people to drive real change to people and the planet. Whether it is lowering carbon emissions, managing your budgets, or aligning your money to your values, using The Big Exchange can help.
We are a small team of hardworking people based all over the UK. Find out more about the wider team and what we do.
CEO
James joined The Big Exchange in 2024 with a passion to build a business that gives investors better choices for people and planet. With over twenty years’ experience in digital, most recently launching the Vanguard UK investment platform.
Operations Manager
Starting his career as a Civil Servant for the Ministry of Justice, Cathan has since run business management in the private and public sectors and will be overseeing our daily operations.
Impact Analyst
Liz joined The Big Exchange from Willis Owen where she was Head of Research for 7 years. Liz is the person going under the bonnet of funds to complete our impact assessments.
Head of Finance
Rod brings a wealth of experience to The Big Exchange. He qualified as a Chartered Accountant with Arthur Anderson before moving into a number of senior financial roles.
Impact Analyst
Kim has a background in sustainable finance and holds a number of qualifications in the field. Before joining The Big Exchange, she was an independent sustainability consultant and has had a long career in financial services in a variety of leadership roles.
Compliance Director
Simon has over 20 years’ experience in the financial services industry and is joining the team as Compliance Director. Simon is also working on some exciting new products for our customers!
Customer Operations Associate
Finn has recently graduated from the University of Manchester after studying Spanish & Portuguese. Finn is now looking forward to the beginning of his working career and helping the customer operations team at The Big Exchange.
We are always on the look out for talented individuals who want to join The Big Exchange team, so don't be afraid to get in touch!
"The world has changed with the Covid-19 crisis and there is an absolute need to change the financial system to help build a better world for us all. A new financial system that is fair, that is accessible, where money counts for more and can benefit people and the planet as well as ourselves."
We are co-founded by The Big Issue, whose mission is to dismantle poverty by creating opportunity through self-help, social trading and business solutions.
The Big Exchange is not part of the same company as The Big Issue. They are the largest shareholder and as a co-founder, they are a key influence on The Big Exchange. Any success of ours will be beneficial to them as it would be to all our shareholders.
Founding partner investment management groups have supported The Big Exchange to help us achieve our mission. Their funds are rated and assessed for you too.
The Big Exchange discuss why we believe it’s important that investment firms managing your money have an open and flexible culture with robust accountability structures…
By joining The Big Exchange, you're doing a lot more than making your money work harder for you and others. You're helping to start a movement that aims to transform the lives of millions of people by building a fairer financial system that works for everyone.
Start todayInvesting is not guaranteed to make you money. Your capital is at risk.
The Big Exchange (TBF) Limited is a wholly owned subsidiary of The Big Exchange Limited. The Big Exchange (TBF) Limited is an Appointed Representative of Resolution Compliance Limited, which is authorised and regulated by the Financial Conduct Authority (FRN 574048).
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